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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,562 | $147,556-85.4% | $129,031-83.3% | $198,609-89.1% |
| Participation rate | 38.9% | 77.2%-38.4pp | 73.4%-34.5pp | 82.4%-43.5pp |
| Annual return | 8.57% | 37.41%-28.8pp | 34.67%-26.1pp | 202.70%-194.1pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $315 | $5,760-94.5% | $5,217-94.0% | $6,977-95.5% |
| Admin fee / account holder | $3,423 | $15,467-77.9% | $13,208-74.1% | $19,030-82.0% |